Most people are thinking $SPCE might go to $10-15 on hype alone and still arenโt understanding the insane growth opportunity here.
Weโre looking a potentially $1B EBITDA within a few years, growing fast from there.
Applying a 50x multiple (conservative for space companies), that implies a $400-600 stock price.
Why so bearish wallstreetbets?
NFA
Spce failed the first time because the unity ships couldn't fly at a cadence that could support enough revenue to make it to profitability. So they shut down operations to build next gen Delta ships.
The new Delta ships (2 of them) will each fly several times a week and create a path to $30M in rev per month.....and a second space port is being discussed.
Demand has been proven with close to 700 presold tickets, question is can they find the next 700 or 1,000 people?
@Cdub44218@zenithquae This is one of many factors IMO. SpaceX IPO is short term hype, yes. But quick follows are Delta flight testing the first commercial flights. Once repeatable revenue and demand are proven the sky is the limit...wait, the moon or Mars is the limit!
@zenithquae Same over here, went into the green on my equity and calls for the first time. Very exciting and emotional.
Hard part will be to hold through these short term gains to ensure my position remains strong through a few quarters to Delta generated revenue!
This happened with Virgin Orbit....when Virgin Orbit went under Virgin Galactic stock tanked because the street thought they were the same company.
How can so much $ be so stupid?
๐ VIRGIN GALACTIC ROADMAP - $2.5 โก๏ธ$100?
I still think $SPCE represents the greatest opportunity in the market for 2026. Not financial advice.
Five catalysts in the next 8 months will prove Delta works. The market continues to sleep on it.
1๏ธโฃ COMPLETED SHIP MOVING UNDER ITS OWN POWER (May-June 2026)
Once we get the first videos of a 100% completed ship moving around by itself, that should convince the market that this is no longer a pipe dream.
2๏ธโฃ FIRST DELTA FLIGHT (July-September 2026)
Delta being airborne for the first time will be an incredible moment, and I cannot wait to see this.
3๏ธโฃ FIRST DELTA SPACEFLIGHT (September-October 2026)
At this point, we have everything we need to know. The ship works. Flights are about to start, and the stock could be a 10-20x from here.
4๏ธโฃ FIRST PAID RESEARCH FLIGHT (Q4 2026)
5๏ธโฃ FIRST PAID ASTRONAUT FLIGHT (Q4 2026)
This is the culmination. Revenue at $750k per seat begins flowing.
We really do not have long to wait now. I firmly believe that patient holders will be substantially rewarded for waiting this long, and it has been an incredible journey. See you all at the top.
@zenithquae Remember when Branson went to the UAE for a meeting? Wondering if that was a presale of tickets and now something leaked that the cohort of 50 tickets is now sold out, or close to selling out....
Virgin Galactic said it resumed sales of its commercial space flights on a limited basis, signaling the company is moving toward restarting tourism operations after a two-year hiatus. https://t.co/TuhNYicffg
Let's go to $SPCE!
Well written article mentioning VG's past, present, and future!
Virgin Galactic wants to make its return this year https://t.co/wRdNA838AU
@blueorigin CEO @davill says " we had multiple years of back log and (space tourism) is the easiest ticket to sell" during a Bloomberg @business podcast with @annmarie
Let's go to $spce! The demand is real!
https://t.co/ht2bSeh9In
Elon Musk just announced a major strategic pivot for @SpaceX: the company is officially shifting its primary focus to building a "self-growing city" on the Moon.
The logic is centered on speed. While Mars missions are restricted by orbital alignments every 26 months, SpaceX can launch to the Moon every 10 days. This allows for much faster iteration and development.
@elonmusk estimates that a lunar city could be achieved in less than 10 years. In contrast, a similar presence on Mars is now projected to take 20 or more years to establish.
Mars remains on the long-term roadmap with work potentially starting in 5 to 7 years, but the immediate priority is now "securing the future of civilization" via the faster lunar route.